Living Heritage Grants Program - 2019 Guidelines February 2019 - Heritage Victoria
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Living Heritage Grants
Program
2019 Guidelines
February 2019
Heritage Victoria
Cover image: Successful grant recipients, the Friends of the Hamilton Botanic Gardens and Southern
Grampians Shire Council will restore the Thomson Memorial Fountain in the Hamilton Botanic Gardens with
a $160,000 grant, returning it to operating condition for the benefit of the community and the Garden’s
visitors.
© The State of Victoria Department of Environment, Land, Water and Planning 2019
This work is licensed under a Creative Commons Attribution 4.0 International licence. You are free to re-use the work
under that licence, on the condition that you credit the State of Victoria as author. The licence does not apply to any
images, photographs or branding, including the Victorian Coat of Arms, the Victorian Government logo and the
Department of Environment, Land, Water and Planning (DELWP) logo. To view a copy of this licence, visit
http://creativecommons.org/licenses/by/4.0/
ISBN 978-1-76047-837-7 (pdf/online)
Disclaimer
This publication may be of assistance to you, but the State of Victoria and its employees do not guarantee that the publication is without
flaw of any kind or is wholly appropriate for your particular purposes and therefore disclaims all liability for any error, loss or other
consequence which may arise from you relying on any information in this publication.
Accessibility
If you would like to receive this publication in an alternative format, please telephone the
DELWP Customer Service Centre on 136186, email customer.service@delwp.vic.gov.au,
or via the National Relay Service on 133 677 www.relayservice.com.au. This document is
also available on the internet at www.delwp.vic.gov.au.
Living Heritage Grants
Program
2019 Guidelines
February 2019
Living Heritage Grants Program i
2019 Guidelines
Contents
What is the Living Heritage Grants Program? ............................................................... 3
Who can apply? ................................................................................................................ 3
What types of projects may be funded? ......................................................................... 4
What type of projects will not be funded? ...................................................................... 4
What are the funding details? .......................................................................................... 5
How will applications be assessed? ............................................................................... 5
What are the funding conditions? ................................................................................... 7
What is the application process? .................................................................................... 8
When will I know whether I will receive a grant? ........................................................... 9
Case studies: Successful projects ................................................................................ 10
Who can I contact about my application? .................................................................... 11
Application checklist: ..................................................................................................... 11
Supporting material checklist: ...................................................................................... 12
ii Living Heritage Grants Program
2019 Guidelines
What is the Living Heritage Grants Program?
Victoria's heritage is rich and diverse, as clearly demonstrated by the approximate 2,500 state significant
heritage places and objects included in the Victorian Heritage Register. These unique heritage assets
contribute to the liveability of Victoria and provide a wide range of economic, social and other benefits. The
Living Heritage Grants Program is an initiative of the Victoria State Government and will support the repair
and conservation of ‘at risk’ heritage places and objects identified as being of State significance and included
in the Victorian Heritage Register under the provisions of the Heritage Act 2017. Applications will be open to
local councils, community and not-for-profit organisations, and Committees of Management under the Crown
Land Reserves Act 1978. Matched funding will also be available for places of worship, and in some
instances, heritage places and objects in private ownership if public accessibility criteria can be met and a
significant community benefit can be demonstrated.
Is my project eligible?
The Living Heritage Grants Program has four key eligibility checks:
• Is the place or object on the Victorian Heritage Register?
• Is the place or object publicly accessible?
• Is the applicant organisation or owner/manager eligible to receive funds?
• Are the proposed works eligible conservation works?
Who can apply?
The heritage place or object that is the subject of the application must be on the Victorian Heritage Register.
The following parties can apply for a grant:
• a Victorian municipal council
• a community or not-for-profit organisation that is a legal entity (for example an incorporated association,
incorporated cooperative or Indigenous corporation) – please note that an incorporated not-for-profit
organisation must provide proof of not-for-profit status.
• a Committee of Management under the Crown Lands Reserves Act 1978. Groups must meet the
conditions of clause 14(4)a (any three or more persons) or 14(4)e (any board, committee, commission,
trust or other body corporate or unincorporated established by or under any Act for any public purpose)
• Trusts appointed pursuant to a restricted Crown grant (during the 19th century, under a series of Land
Acts, Crown land was often permanently reserved for specified purposes – mechanics’ institutes, sports
grounds etc. – and granted to trustees on trust for the purposes of the reservation) and Cemetery trusts
appointed under the Cemeteries and Crematoria Act 2003
• an owner of a privately-owned place or object (including places of worship)– please note that applicants
must: match the grant funding on a dollar for dollar basis; must meet public accessibility criteria and; must
demonstrate significant community and public benefit from the investment. Matched funding cannot be
offered ‘in kind’ and must relate to the nominated project. For example, if a privately-owned place requires
conservation works to the value of $100,000, the applicant may request $50,000 from the grant. Private
owners must be incorporated, or partner with an organisation that is, please see below for further
information.
Funding will not be provided to any party that has failed to complete, or has not yet completed, any projects
funded under previous State or Commonwealth heritage grants programs. If the property has an active
project under a previous round of the Living Heritage Grants Program (or another funding program for
heritage-related works), then this must be completed before applying. Applicants who do not have adequate
Living Heritage Grants Program 3
2019 Guidelinesinsurance or are not incorporated/registered as a not-for-profit will need to partner with another group or
organisation who does meet the requirements. This is an ‘auspice’ arrangement. If your application is
successful, the auspice organisation agrees to take the full legal and financial responsibility for the project.
Grant funds are paid directly to the auspice organisation. For further information refer to:
http://www.nfplaw.org.au/auspicing. Applicants must possess an Australian Business Number (ABN) or
provide a completed Australian Tax Office form (Statement by a supplier) so that no withholding tax is
required from the grant payment. If the applicant is not the owner of the place, the project and application
must have the owner’s consent at the time of submission.
What types of projects may be funded?
Projects will include conservation works to the exterior and/or interiors of Victorian Heritage Register listed
places and objects to improve their overall condition. The place or object must be publicly accessible. Works
should be guided by advice sought from a heritage professional, such as a heritage architect or advisor. It is
generally expected that projects will replace materials in a like-for-like manner, rather than introduce modern
materials, as is considered best practice. Examples of projects include, but are not limited to:
• works to mitigate the identified risk(s) to the place or object
• repairs to roofs, installation of new guttering and downpipes, or stonework repairs, using traditional
materials and methods
• re-stumping and repairs to timber framing, weatherboards, windows and doors
• works that will enable the re-use of a building that has been unoccupied due to poor condition
• repairs, restoration or reconstruction and conservation of an object at risk of deterioration
• protection works such as the installation of appropriate fire protection systems
• documentation projects will be considered if the project outcomes demonstrate a commitment to undertake
urgent ‘at risk’ works to the place. Documentation projects may include for example, conservation
management plans that include a prioritised and costed works action plan.
What types of projects will not be funded?
Certain projects will be ineligible for grant funding through the Living Heritage Grants Program. These
include, but are not limited to:
• projects relating to heritage places and objects that are not on the Victorian Heritage Register
• works that are the subject of State or Local Government ‘Emergency Works Orders’
• works to privately owned heritage places and objects, and places operating on a commercial or for-profit
basis, unless public accessibility criteria can be met, and a significant public benefit can be demonstrated
• purchase of heritage places, associated land, equipment, furniture, storage or display cabinets
• employment or remuneration of staff
• relocation of heritage buildings or objects
• refurbishment projects involving, for example, the purchase of new carpet, and the installation of kitchens
and bathrooms and construction of new buildings (such as a new toilet block, storage facility, fence or
museum) or new additions to heritage places
• projects that have already started
• works to heritage places and objects that have no general public access or where access to the general
public is limited.
• demolition or other works that may affect the heritage significance of the heritage place or object
4 Living Heritage Grants Program
2019 Guidelines• interpretation projects
• regular maintenance activities that should normally be carried out to keep the place or object in good
repair. This could include, for example, cleaning or repairing of blocked or broken stormwater and sewer
lines, blocked gutters and downpipes, broken water services or leaking taps and toilet cisterns, damaged
or defective light fittings and general painting works
• repair of damage caused by vandalism, fire or other natural disasters where the repair of damage should
be covered by insurance
• any other projects deemed ineligible after assessment of application.
What are the funding details?
An amount of between $20,000 and $200,0001 per project is available.
Complex or multi-phased projects may be eligible to apply to more than one grant round. This may be done
if, for example, a project to restore a place involved complete restoration of a roof and associated works that
would exhaust the full $200,000 allocation for that year. In order to apply for a grant in a subsequent grant
round, any previous funding provided would need to have been completed and fully acquitted. Successful
grant applications for stage one of a project will NOT guarantee the awarding of a grant for any subsequent
rounds. It is therefore essential that each project stage is able to be completed within the allotted timeframe,
and without reliance on receiving future funding. The table below shows the funding available and the
funding ratios that apply:
Applicant type Minimum grant Maximum grant Required funding ratio
Victorian municipal councils $20,000 $200,0001 DELWP $1: $0 Other
Community or not-for-profit organisation that is a
legal entity
A Committee of Management appointed under the
Crown Land Reserves Act 1978
Trusts appointed pursuant to a restricted Crown
grant
Cemetery Trusts appointed under the Cemeteries
and Crematoria Act 2003
Private owners $20,000 $200,0001 DELWP $1: $1 Other
Places of worship
For projects valued at $50,000 or more, an appropriately qualified project manager, with experience in
heritage conservation, will be required and a percentage of the grant funds. The percentage will be
determined at the time of entering into the Funding Agreement. If applicable, the project manager should be
nominated in the application
How will applications be assessed?
Heritage grants will be awarded through a competitive process. Once the application round has closed, all
applications will be assessed against eligibility and assessment criteria. Only complete applications will be
assessed, and you may be contacted during the assessment process to clarify elements of your application.
Not all eligible applications will receive a grant offer. In awarding grants, priority will be given to projects
relating to places identified as being ‘at risk’ and where there is demonstrable heritage conservation,
community, social, economic and environmental benefits. Applicants will be asked to demonstrate how their
proposed project will achieve these priorities.
1. Grants above $200,000 may be considered in exceptional circumstances.
Living Heritage Grants Program 5
2019 GuidelinesApplications will be assessed against the eligibility (see p. 3 ‘is my project eligible’) of the proposed project,
and how the project addresses the following criteria:
The project is needed in order to address the risk to the place or object, including the
Why? 20%
urgency of the works
How? The proposed project will be undertaken, including the use of traditional trades and 20%
techniques
Who? Will be conducting and overseeing the works (i.e. a suitably qualified project manager, 10%
heritage architect or other heritage professional)
What? The intended outcome(s) of the project will be, including any heritage conservation, 50%
community and social, economic and environmental benefits
Weightings in percentage are provided as a guide to the relative importance of different criteria in the
assessment process. Assessment of applications will also consider benefits to rural and regional
communities, and metropolitan fringe or high growth areas, to ensure a fair spread of support to heritage
places and objects across the state. Where there is high demand for funding, grants may be offered for high
priority works only (i.e. works that specifically address the risk to the place or object). Where a project
presents both high and low priority works, the low priority works may not be awarded funding. Applications
are required to outline how the project will provide at least one benefit in each of the following four
categories. Please note that the more benefits that are demonstrated within the application, the more
competitive the application will be.
Heritage conservation benefits
Addresses the need for urgent and necessary works such as roof repairs or structural works
Has an appropriate conservation approach
Will use traditional heritage trades and skills
Community and social benefits
Involves a collaboration or partnership between a number of stakeholders, such as a community group and a local
council, or a church hall and a local welfare organisation
Provides new or improved community facilities
Offers opportunities for community events and increased social interaction
Provides increased education and training opportunities
Delivers increased community understanding of, and participation in, heritage conservation and celebration of heritage
places and objects
Enhances public health and safety
Economic benefits
Improved tourism opportunities
Increased private spending and business opportunities
Provides employment opportunities
Promotes reduced maintenance costs
Environmental benefits
Demonstrates re-use or improved use of a heritage asset
Provides a positive contribution to the visual environment
Promotes sustainable use of heritage assets (reduced consumption of building materials, or new uses for a building of
high replacement value)
Demonstrates sustainable use of resources (reduced energy or water use)
6 Living Heritage Grants Program
2019 GuidelinesWhat are the funding conditions?
Funding Agreement
Successful grant recipients must enter into a funding agreement with the Department of Environment, Land,
Water and Planning (DELWP). Funding agreements establish the parties and outline their commitments and
obligations to each other, as well as setting out the general funding terms and conditions. It is recommended
that applicants review the Funding Agreement standard terms and conditions before applying. No funding will
be released until DELWP and the applicant have executed the Funding Agreement. A sample grant
agreement is available at: www.heritage.vic.gov.au/grants/living-heritage-program
Funding Conditions
The following conditions will apply to successful applicants:
• works cannot proceed without a permit or permit exemption issued by the Executive Director, Heritage
Victoria under the Heritage Act 2017 (refer to: https://www.heritage.vic.gov.au/permits/apply-for-a-permit).
• It should be noted that a successful application does not equate to the granting of a permit or permit
exemption under the Heritage Act 2017
• the project must commence within six (6) months of entering into the Funding Agreement with DELWP.
Projects that have not commenced within this timeframe must contact the grants team to explain the
delays and negotiate an appropriate commencement date. Grant recipients that fail to provide this advice
may risk voiding the Funding Agreement and having to return any funds that have been provided
• funds must be spent on the project as described in the application and any unspent funds must be returned
to DELWP, as per the Funding Agreement
• issues concerning the return of unspent funding will be resolved between DELWP and the organisation
after the Funding Agreement expires or the completion of the project, whichever occurs first
• any variation to the approved project must be submitted to the DELWP for approval prior to implementation
• successful applicants are expected to acknowledge the Victorian Government’s support, and promotional
guidelines will form part of the funding agreement as outlined in the DELWP Acknowledgement and
Publicity Guidelines. Successful applicants must liaise with the departmental program area to coordinate
any public events or announcements related to the project. Successful applicants may be required to
contribute information on activity outcomes for use in program evaluation reviews or the department’s
marketing materials
• successfully funded projects will be required to submit reports detailing the progress and outcomes of the
Living Heritage funding as per the Funding Agreement
• successfully funded projects will be offered funding as a GST exclusive amount. However, for
organisations with an ABN and who are GST registered, payment will be made GST inclusive
• successfully funded places under private ownership will be required to repay the full amount of the grant to
the DELWP if the property is sold within six (6) months of completion of the grant and project.
Living Heritage Grants Program 7
2019 GuidelinesWhat is the application process?
To apply submit your application through the online portal (available when the applicable round opens on 4
March 2019) on the department’s website at: https://www.heritage.vic.gov.au/grants/living-heritage-program
Applications must be submitted through the online portal by Friday 10 May 2019 at 5.00pm. Late or
incomplete applications will not be considered. When you apply online you will receive an acknowledgement
email with an Application Number. Please quote your Application Number in all future correspondence
relating to your application.
You can attach documents to your online application as long as they are in an acceptable file type (e.g.
Word, Excel, PDF, or JPEG). Please note:
• Attached files must not be larger than 5MB in size
• When you submit your application online check carefully to ensure all your attachments have been
uploaded
If you have documents to submit that cannot be attached to your online application you can email them to
living.heritage@delwp.vic.gov.au, quoting your application number. Attach all documents to one email,
zipping the files if required.
The application must include at least two written quotes (GST exclusive) for each eligible component of
works, totalling the estimated cost of the project. Quotes must be dated and have been obtained within the
last six (6) months. Please ensure quotations are broken-down, detailed and are based on the same scope
of works to allow comparative analysis. It is recommended that a written brief is supplied to contractors to
ensure quotes are comparable. Heritage Victoria acknowledges that this may be difficult in rural areas, and
under some circumstances one quote may be acceptable.
All required sections of your application form must be completed before submitting. If you are having difficulty
downloading information or technical difficulties with the online application, please contact the Grants
Information Line on 1300 366 356.
Some tips for a strong application in 2019
• Describe the risk to the place or object and how this project will mitigate that risk
• Include at least two contractor quotes
• Include detailed scoping and seek heritage advice before lodging an application
• Include evidence of public access to the place or object
• Describe how the project will benefit the wider community and other benefits the project will achieve
• Include involvement of a suitably qualified project manager, if required
• Seek a permit or permit exemption request from Heritage Victoria
• Complete the application form
• Provide realistic project timelines
• Include letters of support
• Provide information regarding the ownership of the place including consent, if required
• Provide information regarding the impact the project may have on the potential archaeology of the
site.
By applying, the applicant acknowledges that:
• the Living Heritage Grants Program 2019 Guidelines and the terms have been read and understood
• all information provided within your application is correct (providing any false or misleading information
may result in the rejection of the grant application)
8 Living Heritage Grants Program
2019 Guidelines• DELWP may follow up and confirm any information contained in your application and may request
additional information. Failure to provide the information may mean that the application is unable to be
assessed and result in the rejection of the application
• if successful, details of the grant will be made public on Heritage Victoria’s website (including the address
of the place, Victorian Heritage Register number, description of works funded and the total funding
amount)
• the applicant and owner of the property agrees to allow Heritage Victoria to use or publish any
photographs supplied for the purposes of promotion on the DELWP website, intranet and social media
accounts, and in any printed material or media
• it is recognised that the DELWP is collecting your personal information (such as your name and contact
details) and supporting material in order to assess your eligibility for grant funding and contact you about
your application. Your information will be held and managed in accordance with the Privacy and Data
Protection Act 2014 and the Public Records Act 1973
• any personal information about you or a third party in your application will be collected by the department
for the purpose of grant administration. This information may be provided to other Victorian government
bodies for the purposes of assessing your application. If you intend to include personal information about
third parties in your application, please ensure that they are aware of the contents of this privacy statement
• Any personal information about your or a third party in your correspondence will be collected, held,
managed, used, disclosed or transferred in accordance with the provisions of the Privacy and Data
Protection Act 2014 and other applicable laws
• The Department of Environment, Land, Water and Planning (DELWP) is committed to protecting the
privacy of personal information. You can find the DELWP Privacy Policy online at
http://delwp.vic.gov.au/privacy and requests for access to information about you held by DELWP should
be sent to the Manager Privacy, P.O. Box 500 East Melbourne 3002 or by phone on 03 9637 8697.
information and uploaded images and documentation in this application is stored on GEMS (grant
management system) and HERMES (Heritage Victoria’s heritage database) in sections accessible to
DELWP employees
When will I know whether I will receive a grant?
After the successful applications have been approved, all applicants will be notified of the outcome of their
application by letter. Unsuccessful applicants will be given a general indication of why their application did
not receive funding. All decisions are final and are not subject to further review. Applicants who did not
receive funding are welcome to ask for feedback on their application. An indicative grant round timetable is
outlined below. Please note that the timeframes provided are indicative only and subject to change. This
depending on the number and complexity of applications received.
4 March 2019
Applications open
10 May 2019
Applications close
June – mid July 2019
Assessment and decision making
From August 2019
Successful grants announced
From September 2019
Successful applicants enter into Grant Agreement
From September 2019
Necessary permits and approvals obtained, and
projects commence
Living Heritage Grants Program 9
2019 GuidelinesCase studies: Successful projects
For a complete list of projects previously funded through the Living Heritage Grants Program, please visit:
https://www.heritage.vic.gov.au/grants/living-heritage-program. Examples of funded projects include:
Mortuary A grant of $200,000 was awarded in the 2016-17 round for urgent
Chapel, conservation works to the mortuary chapel’s exterior and interior.
Bendigo Currently closed to the public owing to its poor structural condition,
Cemetery, the conservation works will allow the multi-denominational chapel to
Bendigo once again become available for weddings, music recitals,
Bendigo receptions, and its original function as a mortuary chapel. The
Cemeteries Bendigo Cemetery is open daily.
Trust
Ebenezer A grant of $200,000 has been awarded to the Barengi Gadjin Land
Mission, Council to fund urgent conservation works to all registered buildings
Dimboola at Ebenezer Mission, including structural repair and roof works.
Barengi Established in 1858-59, Ebenezer Mission has historical and pre-
Gadjin Land historical associations with Aboriginal communities and a long
Council history of shared values. The land on which Ebenezer is located is
of great significance to the Wotjobaluk, Jaadwa, Jadwadjali,
Wergaia and Jupagulk peoples and the former mission is the oldest
of its type in Victoria.
Wollaston A grant of $195,000 has been awarded to Warrnambool City
Bridge, Council to undertake urgent conservation works to the failing timber
Warrnambool elements of the Wollaston Bridge. The suspension bridge was
City Council erected across the Merri River in 1890 as an entrance to the
Wollaston Estate. Today, the bridge is one of the oldest surviving
cable suspension bridges in Victoria and a local landmark. The
bridge provides a key link for pedestrians over the Merri River and
is frequently used for birdwatching, cycling, and other recreational
activities.
A grant of $200,000 has been awarded to fund urgent structural
Omeo repairs to the Old Court House dating from 1859 and conservation
Justice works to the New Court House dating from 1893 at the Omeo
Precinct, Justice Precinct. The precinct is one of the most intact example of
East a nineteenth century police and court complex known to survive in
Gippsland Victoria. The precinct is open to the public 7 days a week, from
Shire Counci 10am-2pm. The Old Court House houses a museum, and the
New Court House is used as a regular Magistrate’s court. Due to
the poor state of both buildings, use for community events are
currently limited. The grant will enable increased public use of
these important heritage assets.
10 Living Heritage Grants Program
2019 GuidelinesWho can I contact about my application?
Visit the Living Heritage Program website at: https://www.heritage.vic.gov.au/grants/living-heritage-program
for assistance including summaries of all previously funded projects, frequently asked questions and sample
funding agreements.
If you are having difficulty with the online application, please contact the Grants Information Line on 1300
366 356. The Heritage Victoria grants team will be happy to provide you with any information you may need;
however, they are unable to assist you in completing your application. In the event that any additional
information is required to support your application, the grants team will contact the applicant directly. Please
contact Heritage Victoria at: living.heritage@delwp.vic.gov.au or call (03) 9938 6870 for more information.
Application checklist:
you have searched the Victorian Heritage Database and you have supplied the Victorian Heritage Register
name and number for the place or object
you have supplied the relevant ABN for the organisation nominated in the application
you have indicated if the applicant/organisation is registered for GST
you have supplied proof of not-for-profit or Committee of Management status, if applicable
you have supplied details of any other grants applied for or awarded in relation to the place or object that is
the subject of this application
you have given an outline of the risk to the place or object
you have explained your heritage methodology and/or specified the heritage consultant involved in the
project
you have described the level of public access to the place or object, i.e. list of community groups that
utilise the place, community service provided, opening hours, or visitation statistics
you have indicated the benefits of the proposed project (including heritage conservation, social and
community, economic and environmental benefits)
if applicable, you have identified the appropriately qualified project manager with experience in heritage
conservation who will oversee the proposed project
you have indicated the amount of funds that will be contributed by the place or object owner (please note
matched funding dollar for dollar is mandatory for private and for-profit owners, and places of worship)
you have searched VicPlan to confirm if the site is on the Victorian Heritage Inventory and/or is a potential
place of Aboriginal Cultural Heritage, and (if applicable) supplied the Victorian Heritage Inventory number
and considered if the project will impact upon the Aboriginal or Historic archaeology of the site.
Budget checklist
Your project budget should include:
fees for permits and approvals (Heritage Victoria, Aboriginal Victoria, council and hoarding fees etc if
applicable)
cost of a Heritage Advisor’s involvement throughout the life of the project
cost of a project manager for managing the grant administration (if not internal – note, all projects over
$50,000 must have an appropriately qualified project manager appointed)
cost of an archaeologist (if applicable)
fee to prepare a Cyclical Maintenance Plan (if not internal)
at least 15% contingency for unexpected costs
Living Heritage Grants Program 11
2019 GuidelinesSupporting material checklist:
Your application must include:
scanned PDF or JPEG copy of the current Certificate of Title
signed letter of consent for the application and proposed project from the owner of the place or object, if
not the applicant
if applicable, proof of not-for-profit or Committee of Management status
images of the place or object, including images that clearly depict the risk to the place or object, in JPEG
supporting information detailing the risk to the place, as required
supporting information detailing public access to the place, as required
supporting information detailing the scope of the proposed works as it relates to mitigating the identified
risk, as required
two comparable written quotes for the proposed work in Word, JPEG or PDF format
supporting information detailing your project budget (see above checklist)
12 Living Heritage Grants Program
2019 Guidelinesdelwp.vic.gov.au
Living Heritage Grants Program 13
2019 GuidelinesYou can also read
